午后半导体设备股上扬，半导体设备ETF（561980）涨幅扩大至3.45%

Group 1 - Semiconductor equipment stocks surged on September 17, with Changchuan Technology rising over 8%, and other companies like Zhongwei Company, Zhongke Feimeng, and Tuojing Technology increasing by more than 5% [1] - The Semiconductor Equipment ETF (561980) saw its gains expand, reaching a 3.45% increase with a trading volume of 118 million yuan [1] - The ETF tracks the CSI Semiconductor Industry Index, which has a high concentration of components, with the top five stocks accounting for nearly 59% and the top ten exceeding 78% [1] Group 2 - The semiconductor industry chain experienced a significant surge, partly due to Tencent's announcement of full adaptation to mainstream domestic chips, leading to a 2% increase in its stock price [1] - Huawei released the "Intelligent World 2035" report, predicting a 100,000-fold increase in total computing power by 2035, with AI storage capacity demand expected to grow 500 times by 2025 [2] - National Securities highlighted the focus on semiconductor self-control, particularly in analog chips, memory chips, and computing ASICs, indicating significant growth potential [2]